Featured 13F manager
Sound Shore Management Inc. Harry Burn
Greenwich, CT 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $3.2B
- 40 Positions
- 2026 Q2
- +8.8% QoQ
- Top 5 17.9%
Portfolio
top 5 17.9% · top 10 32.5%
- TEVA - Teva Pharm 4.0%
- LUV - Southwest Airlines 3.9%
- BAC - Bank of America 3.6%
- AAL — 3.3%
- BRK.B - Berkshire Hathaway · CLASS B 3.1%
- QCOM - QUALCOMM 3.1%
- ELV - Elevance Health 2.9%
- DIS - The Walt Disney 2.9%
- GLW - Owens Corning 2.9%
- PFE - Pfizer 2.8%
- VST - Vistra 2.8%
- TEL - TE Connectivity 2.8%
- Other 61.9%
AUM over time
Book
| VST - Vistra | 4.63% | Add +0.3% | 5,455,514 | $21.00 | $115M | +13,771 | −$10M |
| WFC - Wells Fargo & | 4.27% | Add +1.7% | 2,621,225 | $40.22 | $105M | +44,384 | +$4M |
| Perrigo | 4.13% | Add +1.0% | 2,864,433 | $35.66 | $102M | +28,151 | −$13M |
| FLEX - Flextronics | 3.85% | Reduce −16.3% | 5,719,223 | $16.66 | $95M | −1,116,721 | −$4M |
| NXPI - NXP Semiconductors | 3.51% | Add +0.4% | 587,377 | $147.51 | $87M | +2,192 | +$19K |
| BRK.B - Berkshire Hathaway · CL B | 3.49% | Add +33.3% | 322,987 | $267.02 | $86M | +80,707 | +$20M |
| PCAR - PACCAR | 3.42% | Reduce −12.5% | 1,009,627 | $83.69 | $84M | −144,489 | −$11M |
| ORCL - Oracle | 3.40% | Add +0.7% | 1,375,758 | $61.07 | $84M | +9,831 | −$11M |
| SVB Financial Group | 3.37% | Add +6.6% | 248,087 | $335.78 | $83M | +15,261 | −$9M |
| COF - Capital One Financial | 3.32% | Add +28.3% | 889,275 | $92.17 | $82M | +196,081 | +$10M |
| KMI - Kinder Morgan | 3.26% | Add +3.1% | 4,842,610 | $16.64 | $81M | +146,613 | +$2M |
| LEN - Lennar | 3.24% | Reduce −23.2% | 1,074,989 | $74.55 | $80M | −325,495 | −$19M |
| First Republic Bank | 3.20% | Add +53.9% | 606,759 | $130.55 | $79M | +212,520 | +$22M |
| BKR - Baker Hughes | 3.15% | Add +63.4% | 3,711,301 | $20.96 | $78M | +1,439,805 | +$12M |
| PFE - Pfizer | 3.12% | Add +46.0% | 1,761,806 | $43.76 | $77M | +555,152 | +$14M |
| PVH - Phillips Van Heusen | 3.01% | Add +0.4% | 1,658,302 | $44.80 | $74M | +7,226 | −$20M |
| VSXY - Victoria's Secret & | 2.88% | Reduce −10.5% | 2,441,159 | $29.12 | $71M | −286,630 | −$5M |
| CAH - Cardinal Health | 2.77% | Reduce −25.8% | 1,025,695 | $66.68 | $68M | −356,023 | −$4M |
| CAG - Conagra Brands | 2.75% | Add +0.8% | 2,080,237 | $32.63 | $68M | +16,872 | −$3M |
| GM - General Motors | 2.68% | Add +10.6% | 2,067,198 | $32.09 | $66M | +197,654 | +$7M |
| SGI - Tempur Sealy International | 2.67% | Reduce −10.0% | 2,738,454 | $24.14 | $66M | −304,987 | +$1M |
| CLF - Cleveland-Cliffs | 2.63% | New | 4,829,215 | $13.47 | $65M | +4,829,215 | +$65M |
| HOLX - Hologic | 2.52% | Add +0.6% | 964,226 | $64.52 | $62M | +6,067 | −$4M |
| OGN - Organon & | 2.43% | Add +0.6% | 2,563,291 | $23.40 | $60M | +14,519 | −$26M |
| MRK - Merck & | 2.33% | Add +0.9% | 668,158 | $86.12 | $58M | +5,644 | −$3M |
| HII - Huntington Ingalls Industries | 2.17% | New | 242,655 | $221.50 | $54M | +242,655 | +$54M |
| ELAN - Elanco Animal Health | 2.07% | Add +1.9% | 4,131,801 | $12.41 | $51M | +75,315 | −$28M |
| VNT - Vontier | 2.07% | Reduce −8.8% | 3,064,349 | $16.71 | $51M | −296,229 | −$26M |
| MS - Morgan Stanley | 2.07% | Reduce −44.6% | 646,122 | $79.01 | $51M | −519,324 | −$38M |
| AMAT - Applied Materials | 2.06% | Reduce −16.8% | 622,573 | $81.93 | $51M | −125,759 | −$17M |
| MU - Micron Technology | 2.05% | New | 1,009,619 | $50.10 | $51M | +1,009,619 | +$51M |
| BAC - Bank of America | 2.00% | Add +1.7% | 1,635,049 | $30.20 | $49M | +27,134 | −$676K |
| GOOGL - Alphabet · CL A | 1.98% | Add +1908.9% | 512,361 | $95.65 | $49M | +486,857 | −$7M |
| FDX - FedEx | 1.92% | Add +4.6% | 319,399 | $148.47 | $47M | +14,075 | −$22M |
| CTRA - Coterra Energy | 1.59% | Reduce −32.0% | 1,506,901 | $26.12 | $39M | −708,063 | −$18M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| VZ - Verizon Communications | 2.27% | Exit | 0 | $50.75 | $62M | −1,222,017 | −$62M |
| IP - International Paper | 2.24% | Exit | 0 | $41.83 | $61M | −1,460,897 | −$61M |
| ELV - Elevance Health | 2.21% | Exit | 0 | $482.58 | $60M | −125,137 | −$60M |
| Alleghany | 1.53% | Exit | 0 | $833.10 | $42M | −50,127 | −$42M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 40 | $3.2B | +8.8% | 13F-HR | 8/12/2026 | 000119312526346754 |
| 2026 Q1 | 40 | $3B | −5.1% | 13F-HR | 5/7/2026 | 000119312526211648 |
| 2025 Q4 | 37 | $3.1B | +3.9% | 13F-HR | 2/10/2026 | 000119312526044656 |
| 2025 Q3 | 38 | $3B | +3.1% | 13F-HR | 11/6/2025 | 000119312525268947 |
| 2025 Q2 | 36 | $2.9B | +2.8% | 13F-HR | 8/6/2025 | 000095012325007068 |
| 2025 Q1 | 37 | $2.9B | −5.7% | 13F-HR | 5/6/2025 | 000095012325004108 |
| 2024 Q4 | 40 | $3B | −1.5% | 13F-HR | 2/11/2025 | 000095012325001578 |
| 2024 Q3 | 40 | $3.1B | +2.5% | 13F-HR | 11/12/2024 | 000095012324010937 |
| 2024 Q2 | 39 | $3B | −6.2% | 13F-HR | 8/13/2024 | 000095012324008032 |
| 2024 Q1 | 38 | $3.2B | +10.9% | 13F-HR | 5/10/2024 | 000095012324004294 |
| 2023 Q4 | 36 | $2.9B | +10.4% | 13F-HR | 2/7/2024 | 000095012324000927 |
| 2023 Q3 | 38 | $2.6B | −3.7% | 13F-HR | 11/6/2023 | 000095012323009436 |
| 2023 Q2 | 37 | $2.7B | +2.1% | 13F-HR | 8/9/2023 | 000095012323007009 |
| 2023 Q1 | 35 | $2.7B | −0.1% | 13F-HR | 5/5/2023 | 000095012323003826 |
| 2022 Q4 | 35 | $2.7B | +7.6% | 13F-HR | 2/6/2023 | 000095012323000794 |
| 2022 Q3 | 35 | $2.5B | −9.5% | 13F-HR | 11/4/2022 | 000095012322010858 |
| 2022 Q2 | 36 | $2.7B | −20.7% | 13F-HR | 8/5/2022 | 000095012322007804 |
| 2022 Q1 | 35 | $3.4B | −4.4% | 13F-HR | 5/6/2022 | 000095012322004681 |
| 2021 Q4 | 35 | $3.6B | +1.7% | 13F-HR | 2/4/2022 | 000095012322001006 |
| 2021 Q3 | 36 | $3.5B | — | 13F-HR | 11/4/2021 | 000095012321013926 |
About
SOUND SHORE MANAGEMENT INC
SEC: SOUND SHORE MANAGEMENT INC /CT/
20 processed 13Fs on this site · 2021 Q3–2026 Q2